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BAILARD, INC.
CRD 110550File 801-8562
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.56B
Top 10% of cohort (national)
Discretionary AUM
$7.51B
Non-discretionary $47.5M
Clients
1,137
2,825 accounts
Employees
83
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 3, 1972
- Principal office
- 950 TOWER LN, STE 1900, FOSTER CITY, CA, 94404-2131
- Phone
- 650-571-5800
- Website
- HTTP://WWW.BAILARD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.56B
- Discretionary AUM
- $7.51B
- Non-discretionary AUM
- $47.5M
- Discretionary accounts
- 2,816
- Non-discretionary accounts
- 9
- Total accounts
- 2,825
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $21.8M |
| Non-U.S. persons | Fewer than 5 | $982.5M |
| Investment companies | 3 | $62.3M |
| Charitable organizations | 49 | $388.7M |
| Other investment advisers | Fewer than 5 | $32.6M |
| High net worth individuals | 831 | $5.27B |
| Pooled investment vehicles | 2 | $680.8M |
| Pension and profit sharing plans | Fewer than 5 | $16.0M |
| Individuals (other than high net worth individuals) | 237 | $110.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 80 | 83 | increased by3 |
| Jun 1, 2026 | Clients | 1,069 | 1,137 | increased by68 |
| Jun 1, 2026 | AUM | $6,538,323,255 | $7,560,902,564 | increased by$1,022,579,309 |
| Jun 1, 2026 | Accounts | 2,573 | 2,825 | increased by252 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 75 | 80 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,035 | 1,069 | increased by34 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,062,652,350 | $6,538,323,255 | increased by$475,670,905 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,451 | 2,573 | increased by122 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 75 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 991 | 1,035 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,504,752,654 | $6,062,652,350 | increased by$557,899,696 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,268 | 2,451 | increased by183 |
| Jul 1, 2022 | Employees | 65 | 62 | decreased by3 |
| Jul 1, 2022 | Clients | 942 | 991 | increased by49 |
| Jul 1, 2022 | AUM | $4,996,638,490 | $5,504,752,654 | increased by$508,114,164 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAILARD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAILARD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.